See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,188 | $64,480-43.9% | $81,382-55.5% | $80,856-55.2% |
| Participation rate | 20.3% | 63.9%-43.6pp | 69.5%-49.2pp | 67.6%-47.3pp |
| Annual return | 8.88% | 16.34%-7.5pp | 24.73%-15.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $429 | $1,978-78.3% | $2,463-82.6% | $2,755-84.4% |
| Participant deferral / active EE | $1,312 | $3,094-57.6% | $3,883-66.2% | $4,296-69.5% |
| Admin fee / account holder | $14,818 | $5,671+161.3% | $5,768+156.9% | $6,918+114.2% |